Joan Valenti is a CERTIFIED FINANCIAL PLANNER™ professional. For over 30 years she has focused on helping individuals, business owners and non-profit organizations make value-based financial decisions aligned with their unique goals and circumstances. She brings deep experience in Retirement and Estate Planning utilizing a broad range of non-proprietary investment and insurance products and strictly adheres to the CERTIFIED FINANCIAL PLANNER™ Code of Ethics across all aspects of her business.
Dedicated to providing personalized financial advice, Joan specializes in helping her clients work towards their retirement goals and manage the distribution of their assets in a tax-efficient manner. As a wealth manager, she designs comprehensive investment strategies to help clients pursue their retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan is adept in both the wealth accumulation and income distribution phases of retirement and regularly teaches classes on retirement planning and hosts semi-annual education seminars.
Joan received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning. She holds her insurance license and FINRA registrations 7, 63, 24, and 65 through LPL Financial. She is also an investment advisor representative at LPL Financial, one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 14,000 financial advisors nationwide.*
Joan has been recognized by numerous high-ranking publications for her continued success over the years including Barron’s, Forbes, Fortune magazine, Connecticut Five Star Professional magazine, The Valley Press, and more.
Active in her community, Joan is a member of the Retirement Board of Directors for the Town of Farmington and the Advisory Board of Northwest Community Bank. She previously served on the Farmington Food Pantry Board of Directors and is still an active volunteer. Joan also is a Past President of Rotary and a Paul Harris Fellow of Rotary. Joan continues to give back to her community by providing an educational course through the Farmington and Simsbury Continuing Education programs. Financial Strategies for Successful Retirement is a 4-session classroom instruction course on retirement planning for people ages 50-71. The course has been ongoing for over 20+ years and continues to provide a source of financial education to the community. For more information, please call our office at (860) 677-7790.
* As reported in Financial Planning magazine 1996-2022 based on total revenues.